Brand Stories

FPA PlannerSearch has been completely rebuilt so it matches financial planners with right-fit clients and consumers can search for the best financial planner for them.

Potomac's Chief Marketing Officer Christopher Norton shared how he came up with some of the firm's creative marketing campaigns.

Even before you actively market to a prospect, what messages are they receiving about you? Neuro-Behavioral Growth Catalyst Dr. Joshua Wilson describes his work helping financial advisors give off the right signals to their ideal clients.

Outlive Financial Planning's Founder Zach Rodriguez discusses how he's developing his life planning-focused brand.

REBL Dads Founders Derek Notman, CFP, and H. Adam Holt, CFP, share what inspires their mission and how they created their community.

Niki Clark Marketing Founder Niki Clark shares why it can be valuable sometimes to have both in-house and external marketing partners as well as why good marketing can justify it's seemingly high costs.

Michael Ganci discusses how his reporting skills are easily transferrable to public relations.

Continuum Brand Strategy's Founder Ashley Dudzik shares how she feels financial advisor and fintech branding has been doing and when it's time for a brand refresh.

PodPony's Founder Brodrick Lothinger shares who should be starting a podcast and what the future of the medium may look like.

Wealth Solution Report's Editor-in-Chief Julius Buchanan shares how his publication has evolved in the last five years and why it's focused on thought leadership.